Skip to content Menu

NACUBO Endowment Master Class Series

February 9–May 18, 2021 | 1:00 - 2:00pm ET | See Schedule for Full Session Details

Register Now

Overview

In this exciting new series, NACUBO will be exploring endowment fundamentals, tackling tough questions about asset management, and sharing the latest information on key issues that affect endowment investing, spending, and governance. Over the course of this eight-session series, thought leaders from leading investment companies, the higher education sector, and more will share their expertise on current trends and challenging topics. From examining why diversity in asset management is important for all types of institutions to exploring pressures and trends impacting spending strategies, this master class series will offer something for all professionals with a stake in endowment management.
 
The master class will focus on higher education endowments, but professionals with a responsibility for nonprofit endowment management from all types of organizations, from hospitals to museums, will find value in this series.
 
Registration includes all eight Endowment Master Class Series sessions. If you wish to register for each session individually, the first two sessions are complimentary while fees apply to the remaining six sessions.
 
The program will touch on such important issues such as—
  • Investment considerations for 2021
  • Tactics for effective portfolio management
  • Donor relations and changes in philanthropy
  • Using data and analytics to improve processes

Endowment Management Webcast Workshop

What You Will Learn

NACUBO’s professional development programs are designed to deliver the skills, concepts, and best practices for success to individuals in the business of higher education. The following course information is provided to help you determine the best learning experience to meet your needs

  • Compare FY20 investment returns against national averages by endowment size and institution type.
  • Compare the differences between in-house versus outsourced investment management.
  • Demonstrate an understanding of guiding principles, basic structures, and legal requirements of endowments.
  • Describe ways to harness technology in portfolio management to improve decision making.
  • Develop strategies for communicating investment committee outcomes to others.
  • Examine market challenges presented by the COVID-19 pandemic and identify how investment managers are meeting those challenges.
  • Evaluate and discuss asset allocation strategies.
  • Reference how the COVID-19 pandemic has changed giving across the nonprofit sector and where higher education fits in these broader trends.

Who Should Attend

  • Chief Financial Officers
  • Endowment Chief Investment Officers
  • Institutional Treasurers
  • Investment and Finance Committee Board members
  • Professional Endowment Fund Managers

CPE Information

Estimated 8 CPE Credits

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org.

Rates

Registration Assistance: 877.797.7698 or support@nacubo.org

Cancellation Policies

Ends May 19, 2021

$249

NACUBO thanks the following supporters of this event:

Premier Supporters

Classic Supporters

Upcoming

Endowment Spending: Should You Change Your Policy Now?

April 20, 2021 | 1:00pm–2:00pm ET | Part of the Endowment Master Class Series

Getting to Green: The Business Office Role in Achieving STARS Success

April 23, 2021 | 1–2 pm ET

Optimizing Enrollment to Yield Increased Net Revenue

April 27, 2021 | 1–1:30 pm ET